Dashboards dynamic view capability

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Occasional Contributor

Dashboards dynamic view capability

Hi Guys,

 

Have a query on Anaplan Dashboard view, can  we have a dynamic view over a single dashboard over a period of weeks.

 

say for example I want to view only 8 weeks of period from first week onwards, when I select week 3 then again it shows me 8 weeks of period starting from week 3 onwards and so on....

Is such dynamic view functionality possible over Anaplan or this is something we need to create completely different views for viewing each set of 8 weeks.

 

hope my query is clear, please let me know if any further clarification needed.

 

Thanks

Madhu

7 REPLIES 7
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Certified Master Anaplanner

Re: Dashboards dynamic view capability

Hi Madhu,

 

If the 8 week view is read-only (i.e. its not an input view), then yes, you can apply a user-level filter that would enable such a rolling-8-week behavior.

 

There are different ways to achieve the goal, here is one way:

 

In the 8-week (report) module, you would add user as a dimension at the module level only (i.e. omit the user dimension at the line item levels). This causes the line items to become read-only subsidiary views.  You can then create a simple module that contains two line items:  The first line item for Week Selector (and include the user dimension here also, no time, format this line item to Time in weeks, or perhaps just a list of numbers that represents the week numbers of the year).  Then, add a 2nd line item (formatted as boolean), including the same Weeks/Time dimension as the report module) & the user dimension.  Create a formula in the boolean line item that derives to TRUE if the week selected by the user matches the week of the current time period or the future 7 time periods.  

 

Lastly, in your report module, assign the boolean line item above as a time filter based on User:  Current Page... with the current page option, the filter effectively becomes user-specific.

 

The only nuance to this approach is that the dashboard has to be refreshed when the week is set.  I prefer to guide users to the out of the box refresh option... i've seen models where a "refresh" button is included that reopens the dashboard.

 

Paul

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Certified Master Anaplanner

Re: Dashboards dynamic view capability

Here's another way to do this (pointing at line items) that enabled editing:  https://community.anaplan.com/t5/Modeling/Current-User-Filter/ta-p/29056

 

I like this approach better than the other.

 

 

I tested it using months and it works well.  A screenshot is attached.  This is groovy, thanks for the post!

(Note:  like before, the user will have to Refresh the dashboard)

Capture.PNG

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Occasional Contributor

Re: Dashboards dynamic view capability

Many Thanks Paul for your response, I will try it out.

 

Regards,

Madhu

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Occasional Contributor

Re: Dashboards dynamic view capability

Hi @PaulRitner,

 

How do you restrict user for 3 months time filter,where is this filter condition applied?

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Certified Master Anaplanner

Re: Dashboards dynamic view capability

Hi, see screenshot of a formula that worked.  PaulCapture.PNG

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Occasional Contributor

Re: Dashboards dynamic view capability

Thanks Paul it works,

 

Now how do I allow this subsidiary view in Dashboard view,I am unable to get the filter option for user filter in Data>Filter

 

Screen clipping taken: 2/13/2018, 8:51 PM

 

 

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Certified Master Anaplanner

Re: Dashboards dynamic view capability

The user filter line item is a boolean (it doesn't have to be boolean, but I use them more than not).  For my example, I'm filtering that User Filter line item when its true.  Remember, the only slightly annoying downside to this is that you have to 'refresh' the dashboard each time the filter is changed.